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Disclosery

IEQ CAPITAL, LLC: Z position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on Z, newest first. How the timeline and the estimate are built.

IEQ CAPITAL, LLC held 58,872 Z shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,872 shares
    Change vs previous 13F -1,142 shares

    0.01% of the 13F portfolio, value $1,855,645.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,014 shares
    Change vs previous 13F +45,738 shares

    0.01% of the 13F portfolio, value $2,483,379.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,276 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $973,909.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,285 shares
    Change vs previous 13F -8,758 shares

    <0.01% of the 13F portfolio, value $1,100,659.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,043 shares
    Change vs previous 13F -26,748 shares

    0.01% of the 13F portfolio, value $1,614,162.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 49,791 shares
    Change vs previous 13F +20,468 shares

    0.03% of the 13F portfolio, value $3,413,671.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,323 shares
    Change vs previous 13F +8,489 shares

    0.02% of the 13F portfolio, value $2,171,397.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,834 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,330,276.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).